Client engagement should be proactive rather than reactive to drive sustainable growth. Waiting for clients to contact you can result in missed opportunities and weakened relationships. By anticipating their needs and reaching out first, you demonstrate your commitment and add significant value to their experience.

Proactive engagement allows you to identify potential issues before they become problems, providing solutions that keep clients satisfied and loyal. It also positions you as a forward-thinking advisor who is always looking out for their best interests. This approach can significantly enhance client trust and promote long-term growth.

Learn more about these strategies to enhance your client relationships in our latest "Always On" podcast episode with Jackie Wilke, where she shares her expert insights and actionable tips, by clicking one of the links below 

Apple Podcasts:  paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb